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David Careers

Commercial Insurance Inside Sales Representative (Inbound Leads)

Posted 13 days ago

menlo insurance servicesSavannah (GA)
Insurance Sales AgentsInsurance Agencies and Brokerages

SENIORITY

Senior

SALARY

$60,000–$100,000 annual

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About the role

Commercial Insurance Inside Sales Representative (Inbound Leads) Menlo Insurance Services | Full-time | Remote within the United StatesMenlo Insurance Services is hiring a licensed commercial insurance professional to help businesses that have already requested insurance assistance. You’ll join a fast-growing insurance agency startup where you’ll follow up with inbound leads, understand their needs, and guide them through Menlo’s online quote application. This is a full-time employee role, remote within the United States. Availability during Pacific Time business hours is required.
Compensation: $60,000–$100,000 annual base salary, plus commission and equity. Commission and equity terms will be discussed during the hiring process.
What you’ll do:
  • Answer incoming prospect and customer calls, respond promptly to inbound inquiries, and follow up with prospects who have incomplete quote applications.
  • Contact interested businesses by phone and email, understand their insurance needs, and explain coverage options within your license and authority.
  • Help prospects gather the required information and complete their own .
  • Maintain accurate contact notes, track outstanding information, and agree on clear next steps.
  • Hand completed submissions to the quoting team and escalate complex coverage questions.
  • Prioritize multiple active leads while delivering a responsive, helpful customer experience. Your primary focus is completed, accurate applications and a clear handoff to the quoting team. Success means timely follow-up, completed submissions, and reliable records. Quotes and carrier acceptance remain subject to carrier review. What you’ll bring
  • Active California property and casualty broker-agent license and authority appropriate for insurance solicitation.
  • Experience in commercial insurance sales, customer service, account management, or producer support.
  • CISR designation or comparable commercial insurance experience preferred.
  • Strong phone and email communication, organized follow-through, and attention to detail.
  • Comfortable using digital applications and contact-management tools and working independently in a fast-paced remote team. To apply, submit your résumé and California license number. Menlo Insurance Services is an equal opportunity employer.

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